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ROBO Global Robotics & Automation Index ETF
ROBO

Overview Fund Activity

211 hedge funds and large institutions have $385M invested in ROBO Global Robotics & Automation Index ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 52 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+12
Holders Change %
+6.03%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
35
Increased
52
Reduced
69
Closed
19
Calls
$1.84M
Puts
$1.22M
Net Calls
+$624K
Net Calls Change
+$119K

Top Buyers

1
PS
1
Portfolio Strategies
New York
$23.2M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$12.2M
3
RJA
3
Raymond James & Associates
Florida
$8.6M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$3.11M
5
KWM
5
Kingsview Wealth Management
Oregon
$2.22M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$47.5M
2
OMC
2
Old Mission Capital
Illinois
$0
3
MIH
3
Meitav Investment House
Israel
$317K
4
LPL Financial
4
LPL Financial
California
$19.1M
5
IA
5
IFP Advisors
Florida
$554K
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
201
Glen Eagle Advisors
New Jersey
$3.28K -$11.5K -210 -78%
SHIM
202
Stone House Investment Management
Pennsylvania
$2.57K +$2.57K +47 New
WP
203
WealthPLAN Partners
Nebraska
$1.92K +$1.92K +35 New
GWS
204
Glassman Wealth Services
Virginia
$1.64K – – –
GI
205
Gradient Investments
Minnesota
$1.2K – – –
BBPWM
206
Blue Bell Private Wealth Management
Pennsylvania
$821 – – –
LFG
207
Larson Financial Group
Missouri
$711 – – –
BWM
208
BerganKDV Wealth Management
Minnesota
$384 – – –
CFD
209
Creative Financial Designs
Indiana
$274 – – –
IRC
210
Investors Research Corp
Georgia
$219 +$219 +4 New
HNB
211
Huntington National Bank
Ohio
$55 -$46 – –
SJIM
212
St. Johns Investment Management
Florida
$35 – – –
OMC
213
Old Mission Capital
Illinois
– -$3.62M -78,085 Closed
TAM
214
Tocqueville Asset Management
New York
– -$558K -12,053 Closed
CCM
215
Crew Capital Management
Ohio
– -$292K -6,300 Closed
Susquehanna International Group
216
Susquehanna International Group
Pennsylvania
– -$285K -6,159 Closed
IIA
217
Integral Investment Advisors
California
– -$268K -5,775 Closed
VCM
218
Vivaldi Capital Management
Illinois
– -$268K -5,485 Closed
TSS
219
Two Sigma Securities
New York
– -$234K -5,057 Closed
PPP
220
Private Portfolio Partners
New Jersey
– -$201K -4,347 Closed
MCC
221
Money Concepts Capital
Florida
– -$107K -2,310 Closed
RIA
222
Realta Investment Advisors
Delaware
– -$94.2K -2,033 Closed
USCWA
223
U.S. Capital Wealth Advisors
Texas
– -$91.1K -1,967 Closed
CS
224
Credit Suisse
Switzerland
– -$61.6K -1,329 Closed
MS
225
Madden Securities
Texas
– -$46.3K -1,000 Closed
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